Lido Advisors’s U.S. Tax Reform Fund TAXR Stock Holding History

Lido Advisors’s Portfolio TAXR Stock Details TAXR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,000	Closed	-$213K	–	433
2017 Q4	$213K	Buy	+10,000	New	+$205K	0.03%	280

Other funds holding TAXR

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CAC

Certified Advisory Corp Altamonte Springs, Florida $1.24B AUM 21.71% 1-Year Est. Return

Lido Advisors's TAXR Position: Q1 2018 in Review

Lido Advisors sold out of U.S. Tax Reform Fund (TAXR) in Q1 2018, closing a stake of 10,000 shares — an estimated $213K sold.

Lido Advisors first reported a position in TAXR in Q4 2017 and held it in 1 quarter. The position peaked at $213K in Q4 2017. 6 funds tracked by Wall St. Rank hold TAXR as of Q1 2018.

Lido Advisors reported no remaining U.S. Tax Reform Fund position as of Q1 2018 after selling out during the quarter.
Lido Advisors sold 10,000 U.S. Tax Reform Fund shares in Q1 2018, an estimated $213K.
Lido Advisors first reported a position in U.S. Tax Reform Fund in Q4 2017 and held it in 1 quarter.
Lido Advisors's U.S. Tax Reform Fund position peaked at $213K in Q4 2017.
6 funds tracked by Wall St. Rank held U.S. Tax Reform Fund as of Q1 2018.

Based on Lido Advisors's 13F filing for Q1 2018, filed 10 May 2018.